*A Private Investor is a recipient of the information who meets all of the conditions set out below, the recipient:
Obtains access to the information in a personal capacity;
Is not required to be regulated or supervised by a body concerned with the regulation or supervision of investment or financial services;
Is not currently registered or qualified as a professional securities trader or investment adviser with any national or state exchange, regulatory authority, professional association or recognised professional body;
Does not currently act in any capacity as an investment adviser, whether or not they have at some time been qualified to do so;
Uses the information solely in relation to the management of their personal funds and not as a trader to the public or for the investment of corporate funds;
Does not distribute, republish or otherwise provide any information or derived works to any third party in any manner or use or process information or derived works for any commercial purposes.
AJ Bell Plc is a United Kingdom-based company that provides investment platforms. The Company provides investment administration, dealing, and custody services. The Companys products include AJ Bell Investcentre, AJ Bell, Touch, and Dodl. Its AJ Bell Investcentre is an investment platform proposition for regulated financial advisers and wealth managers, providing a suite of products, services, investment solutions, and online tools to help manage their retail customers portfolios. AJ Bell is an investment platform proposition for execution-only retail customers that includes investment solutions through its in-house funds and ready-made portfolios, and guidance via the AJ Bell Favourite funds list.
Michael Thomas Summersgill
Leslie Michael Platts
Senior Independent Non-Executive Director:
Independent Non-Executive Director:
Fiona Fry, Eamonn Michael Flanagan, Margaret Hassall, Simon Turner
Chief Operating Officer:
4 Exchange Quay, Salford Quays, Manchester, United Kingodm